How to Create a Matrix Visual in Power BI?

Do you want to use a Matrix visual in your Power BI report? In this Power BI tutorial, I will explain everything about the Power BI Matrix, like what a matrix is and how to create a matrix visual in Power BI.

Also, we will discuss all the differences between the Power BI Table and the Power BI Matrix.

Moreover, I will explain the Power BI tabular format, how to remove the plus sign in the Power BI matrix visual, and how to remove the total in the matrix visual with various examples.

What is a Matrix Visual in Power BI?

The Power BI matrix visually simplifies the meaningful display of data across multiple dimensions and supports a stepped layout for better organization. Power BI Matrix aggregates the data itself and lets users drill down.

The image below displays a matrix visual where the rows field contains the city, the columns field contains various regions, and the value field contains sales.

How to Create a Matrix Visual in Power BI

How to Create a Matrix Visual in Power BI

Now, I will tell you how to create a Power BI matrix visual in simple steps:

I have a SharePoint list, i.e., Orders having these below fields with different data types:

ColumnsData Types
Order DateDate and time
Country/RegionSingle line of text
CitySingle line of text
RegionSingle line of text
CategorySingle line of text
Sub-CategorySingle line of text
Product NameSingle line of text
SalesCurrency
QuantityNumber
matrix visual in power BI

1. Open Power BI Desktop and load data using the Get data option. Then, we can see the data set in the Data Panel.

Power bi matrix

2. Under the Visualization panel, click Matrix Visual.

Create a matrix visual in Power BI

3. Now drag Product Name into Rows, Category into Column, and Sales into Values. Check the screenshot below.

How to Create a Matrix in Power BI

In this way you can create a matrix visual in Power BI.

Power BI Table vs Matrix

Here, we will discuss the difference between the Power BI table and the matrix.

Power BI TablePower BI Matrix
1. Power BI Table displays data in a basic row and column format, similar to an Excel table.1. Power BI Matrix displays data dynamically in rows and columns, providing a more structured view.
2. Power BI Table displays detailed information without summarization.2. Power BI Matrix is suitable for summarizing and comparing data.
3. In the Power BI table, rows are not fixed, and columns are fixed.3. In the Power BI matrix, rows and columns are not fixed.
4. Each row in the Power BI table represents a unique record; columns represent attributes.4. In the Power BI matrix, organize data dynamically for two-dimensional comparison.

Power BI Matrix Tabular Format

Now, I will describe the tabular form of the Power BI matrix in Power BI Desktop.

I hope you open Power BI Desktop and load the data using the Get data option.

1. Under the visualization panel, click the matrix visual. Then, drag and drop the Region and City into the Row field. Then, drag the Sales into the Values field.

power bi matrix table format

2. In the matrix visual, expand each row by clicking on the plus (+) icon.

Power bi matrix tabular form

3. Click on the Format you visual -> Expand the Row header section -> Expand the Options -> Turn off the Stepped layout.

Display data in matrix Visual like tabular format

4. In the screenshot below, you can see the Power BI matrix tabular format.

How to create a tabular layout in a Power BI Matrix

You can follow the above steps for the Power BI matrix tabular format.

Power BI Matrix Remove Plus Sign

I will show you how to remove plus sine in the Power BI matrix.

I hope you do the above example(Power BI Matrix Tabular Format).

1. In this example, Click on the Format you visual -> Expand the Row header section -> Turn off the +/- icons.

Check the screenshot below; the plus(+)icon was removed.

Power BI Matrix Remove Plus Sign

This way, you can remove plus(+) icons in the power BI matrix.

Power BI Remove Total from Matrix

Now we see how to remove the total in the Power BI Matrix visual:

  1. Power BI Removes the Total Row from the Matrix.
  2. Power BI Removes the Total Column from the Matrix.
Power BI Remove Total from Matrix

Power BI Removes the Total Row from the Matrix

Now, we see how to remove the total row from the matrix visual in simple steps.

I hope you open Power BI and load data.

1. Under the Visualization panel, click Matrix Visual and drag City into Rows, Region into Columns, and Sales into Values field.

Power BI Removes the Total Row from the Matrix

2. In the Visualization panel, click Format your visual -> Visual -> turn off the Row Subtotals.

power bi remove total row from matrix

This way, you can remove the row total in the Power BI Matrix visual.

Power BI Removes the Total Column from the Matrix

Now, we see how to remove the total column from the matrix visual in simple steps.

I hope you open Power BI and load data.

1. Under the Visualization panel, click Matrix Visual and drag City into Rows, Region into Columns, and Sales into Values field.

Power BI Removes the Total column from the Matrix

2. In the Visualization panel, click Format your visual -> Visual -> turn off the Column Subtotals.

power bi remove total column from matrix

In this process, you can remove the column total in the Power BI Matrix visual.

Conclusion

I hope you follow the above steps to create a matrix visual in Power BI. In this Power BI tutorial, I explained what a matrix is, how to create a Power BI matrix visual, and the difference between the Power BI Table.

Also, I explained how to remove the plus sign in the Power BI matrix visual and how to remove the total in the matrix visual.

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